FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 246 filers reported holding FIDELITY COMWLTH TR in Q3 2023. The put-call ratio across all filers is 5.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $250,592 | -3.9% | 4,820 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $260,666 | +12.8% | 4,820 | 0.0% | 0.01% | +9.1% |
| Q1 2023 | $231,119 | +11.1% | 4,820 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $208,000 | -22.4% | 4,820 | 0.0% | 0.01% | -8.3% |
| Q1 2022 | $268,000 | -8.8% | 4,820 | 0.0% | 0.01% | -7.7% |
| Q4 2021 | $294,000 | +8.5% | 4,820 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $271,000 | -0.4% | 4,820 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $272,000 | +9.7% | 4,820 | +900.0% | 0.01% | +8.3% |
| Q1 2021 | $248,000 | +2.5% | 482 | 0.0% | 0.01% | -7.7% |
| Q4 2020 | $242,000 | +15.8% | 482 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $209,000 | – | 482 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| David Kennon Inc | 287,510 | $11,914,000 | 6.55% |
| Madison Wealth Partners, Inc | 232,083 | $9,618,000 | 6.29% |
| Divergent Wealth Advisors | 472,438 | $19,578,000 | 5.30% |
| Focused Wealth Management, Inc | 581,433 | $24,095,000 | 5.05% |
| FOCUS Wealth Advisors, LLC | 159,844 | $6,624,000 | 4.69% |
| Ullmann Wealth Partners Group, LLC | 407,993 | $16,907,000 | 4.66% |
| EQ LLC | 77,584 | $3,215,000 | 2.78% |
| Analyst IMS Investment Management Services Ltd. | 525,785 | $22,146,000 | 2.16% |
| Regal Investment Advisors LLC | 405,071 | $16,786,000 | 1.77% |
| SMITH CHAS P & ASSOCIATES PA CPAS | 408,112 | $16,912,000 | 1.44% |